The Private Client Advisor II is responsible for acquiring new clients and deepening existing client relationships through effective client management. This role requires a proactive approach to business development and a holistic understanding of clients’ wealth strategies. The advisor collaborates with the client team, advocates for clients, and encourages the use of digital capabilities.

The role involves providing personalized investment advice to high-net-worth clients, developing client relationships, managing investment goals, and leveraging technology for business growth. Advisors will build a sustainable client book and work within a team to promote financial solutions and meet predefined financial targets.

The Senior Financial Solutions Advisor at Bank of America provides comprehensive financial advice to clients, leveraging a strong referral network and ongoing professional development. Responsibilities include delivering client presentations, achieving financial goals, and maintaining relationships within the financial services industry.